See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,309 | $85,202+207.9% | $172,739+51.9% | $72,985+259.4% |
| Participation rate | 96.0% | 70.1%+25.9pp | 82.6%+13.4pp | 69.5%+26.5pp |
| Annual return | 25.30% | 27.32%-2.0pp | 802.84%-777.5pp | 81.00%-55.7pp |
| Employer contribution / active EE | $2,757 | $3,324-17.1% | $5,143-46.4% | $2,440+13.0% |
| Participant deferral / active EE | $8,169 | $3,260+150.6% | $5,198+57.2% | $3,607+126.5% |
| Admin fee / account holder | $5,315 | $5,884-9.7% | $13,954-61.9% | $5,124+3.7% |